Finance Enterprise provides web-based financial, human resource, and payroll applications for the campus. The goal of this system is to provide timely and accurate financial information to all account directors and their support. Finance Enterprise provides access to the following:
- Budget to Actual Reports
- Transaction Detail Reports
- Purchasing and Accounts Payable Reports
Employees who submit and approve purchase requests, as well as employees in Finance and Human Resources will need Finance Enterprise web access. Details on how to request access are below.
Access to Finance Enterprise
Finance Enterprise site: https://finance.union.edu
NOTE: This is an on-campus resource. If you need to connect from off campus you must use a VPN. Please following the steps to use a VPN from the ITS website.
If you already have access, use your standard Union email username and password. Type "union\" in front of your user name and leave off the "@union.edu".
To request access, please fill out an ITS account request form (Login with your standard Union username and password). You may also use this form to request a change in access to the system. Please allow up to 2 weeks for an account to be created.
Training and Support
Please contact Miriam Forget or Julie Pendergrast for training on reporting or questions on gaining access to Finance Enterprise.
Please contact Joe Novaro or Purchasing for training on placing purchase order requisitions with Finance Enterprise.
Please see the below resources relating to using Finance Enterprise. For new users, the Finance Enterprise Purchase Order Requisition Overview gives general tips on navigating and utilizing Finance Enterprise.
Codes and FAQs
Codes are used within Finance Enterprise to categorize and report on accounts in a variety of ways. To get an idea of the coding of your accounts, you can run the Account Lookup Report within Finance Enterprise with no selection criteria. The report will list all the accounts for which you have access along with the coding of each.
The following codes exist in the system and can be entered as selection criteria for many Finance Enterprise reports:
- DADM - Vice Pres Admissions & Fin Aid
- DSTU - Vice Pres Student Affairs
- NAAP - NA
- PRES - President
- VPAA - Vice Pres Academic Affairs
- VPCR - Vice Pres College Relations
- VPFI - Vice Pres Finance & Admin
Fund Codes provide a way to distinguish between various budget, restricted, endowed, and agency accounts. Accounts coded as Fund 10 or 15 are budget accounts that zero out every year. Restricted accounts in fund 30 carryover from year to year.
- 10 - CURRENT FUND-OPERATING E & G
- 15 - CURRENT FUNDS-OPERATING AUX
- 20 - CURRENT FUNDS-UNRESTRICTED
- 30 - CURRENT FUNDS-RESTRICTED
- 40 - LOAN FUNDS
- 50 - POOLED ENDOWMENT FUNDS-TRUE
- 51 - POOLED ENDOWMENT FUNDS-QUASI
- 52 - POOLED ENDOWMENT FUNDS-TERM
- 53 - NON-POOLED ENDOWMENT FUNDS
- 60 - POOLED LIFE INCOME
- 61 - CHARITABLE GIFT ANNUITY
- 70 - PLANT FUNDS-UNEXPENDED
- 71 - PLANT FUNDS-INVESTED
- 80 - AGENCY FUNDS
100 President's Office 201 Division I - Humanities 202 Division II - Social Sciences 203 Division III - Sciences 206 Dean of Engineering 219 International Programs 220 V.P Academic Affairs 221 Dean of Studies 222 Dean of Academic Departments 223 Athletics 224 Information Technology Service 225 Scholars Program 226 Div IV Engineering 227 Schaffer Library 228 Assoc. Dean Academic Affairs 229 Interdisciplinary Studies 230 UCALL 231 Registrar 300 VP Finance & Administration 301 Budgeting & Risk Management 302 Facilities 303 Bookstore & Copy Ctr/Mailroom 304 Human Resources 305 Affirmative Action 306 Financial Services 307 Financial reporting & Analysis 309 General Institutional 310 INTEREST EARNED 500 VP College Relations 501 Alumni Relations 502 Development 504 Corporate & Gov't Relations 506 College Relations Data Systems 507 Stewardship & Donor Relations 508 Communications 600 Dean Of Students 601 Assoc. Dean of Students 602 Dean of First Year Students 605 Campus Safety 606 Community Outreach/ STEP 607 Becker Career Center 608 Counseling Center 609 Health Services 610 Residential & Campus Life 611 Dining Services 612 Student Activities 613 Student Organizations 614 Religious Programs 701 VP Admissions & Fin Aid 702 Financial Aid 703 Communications 999 Not Applicable
10101 President's Office 10201 Institutional Research 10301 Discretionary Funds 10401 Campus Diversity 20100 Digital Arts 20101 Theater & Dance 20102 Music 20103 Visual Arts 20104 English 20105 Classics 20106 Modern Languages 20107 Philosophy 20108 Latin American Studies 20117 Ethics 20201 Anthropology 20202 Economics 20203 History 20204 Political Science 20205 Sociology 20206 Women's Studies 20207 Africana Studies 20208 American Studies 20209 Asian Studies 20301 Chemistry 20302 Biology 20304 Geology 20305 Mathematics 20306 Physics & Astronomy 20307 Psychology 20308 Health Professions 20309 Environmental Science,Policy & 21901 Int'l Prgms 21902 Terms Abroad 21903 Mini-Terms Abroad 21904 ISA / Non-Union 22001 V.P. Academic Affairs 22004 Exhibitions & Collections 22101 Academic Opportunity Program 22102 Dean of Studies 22103 Undergraduate Research 22104 Writing Center 22105 Post Bacc. Fellowship & Schol 22106 STEP Program 22201 Dean of Academic Departments 22205 Dean of Studies 22301 Athletics 22302 Intramurals 22303 Hockey Program 22304 Summer Sports Camps 22305 Playoffs 22306 Medical 22307 Marketing 22310 Baseball 22311 Basketball 22312 Cross Country/Track 22313 Field Hockey 22314 Football 22315 Ice Hockey 22316 Lacrosse 22317 Soccer 22318 Softball 22319 Swimming/Diving 22320 Tennis 22321 Volleyball 22322 Crew 22401 ITS - Academics 22402 Media Services 22403 Telecommunications 22404 ITS General 22501 Scholars Program 22601 Dean of Engineering 22602 Electrical Engineering 22603 Computer Science 22604 Mechanical Eng. 22605 Machine Lab 22701 Library 22702 Library-Restricted 22801 Assoc. Dean Academic Affairs 22802 Registrar 22901 Interdisciplinary Studies 22902 Religious Studies 22903 Civic Engagements 22904 Film Studies 22905 Neuroscience 22906 Biomedical Engineering 23001 UCALL 23101 Registrar 30001 VP Finance & Administration 30101 Budget & Risk Management 30201 Capital Projects & Planning 30202 Central Scheduling 30203 Facilities & Utilities Mgmt 30204 Building,Structural/Work Order 30205 Grounds 30206 Facilities Support Services 30207 Residence Halls 30208 Other Properties 30301 Bookstore 30302 Copy & Mail Center 30401 Human Resources 30402 Employee Benefits 30501 Affirmative Action 30601 Financial Services 30603 Payroll Liabilities 30701 Financial Reporting & Analysis 30801 LOANS DEPT 30802 PLANT FUNDS DEPT 30803 POOLED LIFE DEPT 30804 ENDOWMENT DEPT 30805 Investment Managers 30852 IDA BORROWING '99 SEWARD 30853 IDA BORROWING '01 U2K 30854 2003 IDA BORROWING 30901 General Institutional 50001 VP College Relations 50002 Gifts 50101 Alumni Relations 50201 Development Office 50202 Annual Giving 50203 Gift Planning 50204 Leadership Gifts 50205 Parents Program 50206 Coll Rel. Research 50401 Office of Grant Support 50501 Grant Support 50601 Coll Rel Data Systems 50701 Stewardship & Donor Relations 50801 Communications 60006 Dean of Students 60101 Sr. Assoc Dean of Students 60102 Student Support Services 60201 Dean of 1st Year Students 60501 Campus Safety 60601 Community Outreach 60701 Career Development Center 60801 Counseling Center 60901 Health Services 61001 Residential Life 61002 Social Funds 61003 Minerva Houses 61004 Minerva Programs 61005 Minerva Fellows 61101 Dining Services 61201 Student Activities-Director 61202 Student Activities fee 61203 Student Org/Non Fee 61302 Greek Affairs 61303 Student Greek Organizations 61401 Religious Programs-Protestant 61402 Religious Prgms-Jewish 61403 Religious Prgms-Catholic 70101 Admissions 70102 Communications 70201 FIN AID/GEN DEPT 70202 FIN AID-U C DEPT 70203 FIN AID/GOVERNMENT DEPT 70204 FIN AID/PRIVATE DEPT 70205 FIN AID/UNDESIGN DEPT 70301 Communications 99900 SPECIAL REQUESTS 99999 NA DEPT
- A - Personnel
- B - Services & Supplies
- C - Capital Expenditures
- Z - Revenue
See the Purchasing Page object code list for a searchable list of object codes and explanation on their use.
I'm having trouble logging in.
Your username and password are the same as you use with your login to your Union email account. Please note that the Login field (username) requires "union\" in front of your standard Union username. i.e. union \smithj If you need to reset your password, you will need to contact the ITS Helpdesk at (518) 388-6400.
How do I get access to Finance Enterprise?
For access to Finance Enterprise, please fill in this online request form ITS Account Request Form. If you are a department chair, director, or departmental support staff, access will be provided to all accounts under the department you specify. This includes access to all Departmental, Research, Grant, and Special Activity accounts. If you are a faculty member, administrator, or coach, you will need to provide the specific accounts for which access is required. Indicating a predecessor to model your access off of can be helpful. If you need assistance, please contact Ryan Donelan at (518) 388-6127 or email@example.com.
How do I reconcile my accounts?
The Transaction Detail Report will provide you with all transactions for a given date range. It is recommended that you use this report on a monthly basis to reconcile your accounts against your receipts. You will be notified by Financial Services when a month has closed (i.e. all transactions for the month have been posted and recorded within Finance Enterprise) and you are able to generate this report for a prior month.
How much money do I have remaining in my account?
The Budget to Actual and Encumbrance Report will provide you with a bottom line dollar amount in a given account at any point in time. For a specific account balance, specify the Account Code on the selection criteria screen and leave all other fields as defaulted. The report will display a summary by object code of all expenditures for the current fiscal year. Following this summary, you will find your account balance less outstanding encumbrances.